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WebPortal
Post Prodigy
Post Prodigy

Share PAD flow with colleagues

Can anyone please advise on how to share PAD flows?

I've created a PAD flow in a trial environment, and I can't share it with my colleagues.

Flows saved in the default environment are shared without problems, so how do I move this flow to the default environment?

Thank you

1 ACCEPTED SOLUTION

Accepted Solutions

Did you add the desktop flow before publishing and exporting? 

View solution in original post

10 REPLIES 10
fraenK
Super User
Super User

WebPortal
Post Prodigy
Post Prodigy

Yes, I was precisely reading that post and trying to understand what solutions are.

So, I create a new solution like this?

WebPortal_0-1616529078114.png

Give my name to the publisher.

And then export to a zip file.

Change environment.

Import the solution.

 

And then what shall I do?

 

I see the error when I click on the solution:

 

WebPortal_1-1616529616536.png

 

Did you choose "unmanaged" during export?

WebPortal
Post Prodigy
Post Prodigy

I chose "managed"

WebPortal
Post Prodigy
Post Prodigy

Ok, so I repeated the whole process again.

  1. Deleted the managed solution on the target environment.
  2. Exported the solution as "unmanaged" from the source environment
  3. Imported it again on the target environment.
  4. Clicked the button "Publish all the customizations".

Ok, the solution is there.

But the flow isn't. This is what I see when clicking on the solution:

WebPortal_0-1616531300439.png

 

What other steps are necessary?

fraenK
Super User
Super User

If you're transferring from a trial environment then you should export it as an unmanaged solution to your licensed development environment. 

Did you add the desktop flow before publishing and exporting? 

View solution in original post

WebPortal
Post Prodigy
Post Prodigy

Ohh 🙂

 

That is something I should do before exporting, now I get it 🙂

 

So, I add the desktop flow, and then publish all customizations, export and import.

 

Let me try it!

sborow
Frequent Visitor

You can also copy all actions and paste them into txt file - then anybody can copy it from txt to new created PAD flow

Unfortunately, that doesn't copy selectors and screenshots, so you would have to recreate all of them. If you want to go this route, then you also need to get the selector and screenshot file from the user profile.

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